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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
3201
Lountzis Asset Management
Pennsylvania
$237K +$201K +496 New
WIM
3202
Waycross Investment Management
Washington
$237K +$201K +496 New
FOR
3203
Family Office Research
Maryland
$237K +$201K +496 New
RWM
3204
Rockline Wealth Management
New York
$236K +$201K +495 New
VR
3205
Valued Retirements
Texas
$236K +$201K +495 New
BIM
3206
Bridges Investment Management
Nebraska
$236K +$200K +494 New
WAS
3207
Wealth Advisory Solutions
Indiana
$236K +$200K +494 New
WWA
3208
Wingate Wealth Advisors
Massachusetts
$235K +$200K +493 New
HIMC
3209
Heritage Investors Management Corp
Maryland
$235K +$200K +492 New
MWPCG
3210
Measured Wealth Private Client Group
New Hampshire
$235K -$6.09K -15 -3%
MSA
3211
McAlister Sweet & Associates
Texas
$235K +$200K +492 New
IWA
3212
Invera Wealth Advisors
Oregon
$234K +$199K +490 New
HAFG
3213
Hansen & Associates Financial Group
California
$233K +$209K +516 New
AIA
3214
AIMZ Investment Advisors
California
$233K +$198K +488 New
SA
3215
Stolz & Associates
Washington
$233K +$198K +488 New
TCOT
3216
Trust Company of Toledo
Ohio
$233K +$30K +74 +18%
GWMI
3217
Guardian Wealth Management (Illinois)
Illinois
$232K +$197K +486 New
Members Trust
3218
Members Trust
Florida
$232K +$197K +485 New
KIG
3219
Kennedy Investment Group
New Jersey
$231K +$196K +484 New
CFGSD
3220
Compass Financial Group (South Dakota)
South Dakota
$231K +$196K +484 New
KAM
3221
KEB Asset Management
Illinois
$231K +$196K +484 New
CL
3222
COWA LLC
Oklahoma
$231K +$196K +483 New
VP
3223
Verum Partners
North Carolina
$230K +$196K +483 New
MSWMA
3224
Market Street Wealth Management Advisors
Indiana
$230K +$196K +482 New
SWMP
3225
Signature Wealth Management Partners
New Jersey
$230K +$196K +482 New